Updating Donorfy from MailChimp (4)

You can link MailChimp to Donorfy so that when someone

  • Subscribes to a MailChimp list, or
  • Changes their preferences in MailChimp, or 
  • Unsubscribes from a MailChimp list 

Details in Donorfy are updated - the updates in Donorfy can be as follows

  • When someone subscribes to a MailChimp list
    • Add a new constituent in Donorfy if they do not already exist
    • Allow email communications channel
    • Allow communication purposes and/or add tags  
  • When someone updates their preferences in MailChimp
    • Allow or block communication purposes 
    • Add or remove tags  
  • When someone unsubscribes from a MailChimp list
    • Block communication purposes 
    • Remove tags  

Setting Up the Link between MailChimp and Donorfy 

Donorfy purposes & tags can be added or removed based on MailChimp groups and tags - the mapping for this need to be set up for MailChimp to update Donorfy - see this article for more information.

Find your Donorfy API key - see this knowledge base article for help with that.

The next thing you need to do is set some things up in MailChimp, you can update Donorfy from a MailChimp list you can use a new or existing MailChimp List for this.

Note that if you use an existing MailChimp List details of existing subscribers will not be automatically loaded into Donorfy - to do that see this article TODO write KB 

  • Log in to MailChimp with your admin account.
  • Find the existing MailChimp list you want to use (or create a new one).

You need to create a webhook so MailChimp can send changes to Donorfy

  • Click on the Mailchimp Settings Menu - choose the webhooks option 
  • Press the Create New Webhook button
  • In the field CallbackURL enter the Donorfy webhook URL followed by your Donorfy API key  i.e. https://api.donorfy.com/api/MC/YourDonorfyAPIKey  your entry may look like https://api.donorfy.com/api/MC/ABCDEFG - see this knowledge base article
  • You need all updates except 'Campaign sending' 

  • Make sure you are not sending updates made via the API  - i.e. don't tick the 'via the API' box

  • Save your changes

What the Link will do

When a someone subscribes, updates their profile or unsubscribes from a MailChimp list the link will

  • Try and find an existing Donorfy constituent with the email address of the subscriber, if
    • One constituent has that email address that constituent will be updated
    • If no constituents have that email a new constituent will be added for subscribes otherwise the update will be ignored
    • If more that one constituent has that email address it will be added to the 'To be resolved list' see below
  • The constituent will be updated as follows
    • For new subscribes and profile updates, the link will
      • make sure the email channel is open 
      • ensure that communication purposes are allowed as per the mapping between Donorfy and the MailChimp List
      • tags are added as per the mapping between Donorfy and the MailChimp List
    • For unsubscribes,
      • Any communication purposes mapped to the MailChimp list are blocked
      • Any tags mapped to the MailChimp list are removed
      • The status of the email channel is not changed - i.e. it is not blocked 
    • A history item will be added to the preference centre for the purposes and channel updates
    • An activity will be added to the constituent's timeline

To be Resolved List

There are some circumstances where Donorfy needs your help to decide what happens when a conflict arises - these typically are when an email address sent by MailChimp to Donorfy matches more than one constituent in Donorfy. 

These cases show up in Donorfy Data Management | MailChimp Sync page. Each case requiring resolution is shown with options for you to use to resolve the situation. 

History of Updates

You can see the updates that have happened by clicking on the MailChimp Sync option under Data Management and looking on the history tab

Testing the Link 

To check the link is working as you expect you can add a test subscriber to your MailChimp list - setting MailChimp groups and tags - the details will be sent through to your Donorfy - note that Donorfy queues up requests so it may take a few seconds for the updates to come through.

You can update the groups and tags of your test subscriber in MailChimp - the mapped Donorfy purposes and tags will be updated.

If you unsubscribe your test subscriber the purposes and tags mapped to the Donorfy constituent will be removed. 

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk